Action Records

Actions track your interactions and tasks required to cultivate relationships with and secure gifts from constituents. To view detailed information about an action, select its category and type — such as on a record or list — to open its record. From the action record, you can view and manage information about the activity and progress of the task or interaction.

You can also manage the action from its record, such as to edit its details, add it to a calendar, or mark it as complete.